SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Chokshi & Queen Wealth Advisors, Inc's Holding History (CIK: 0002057199)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,752 Value ($000) $1,195 Avg Close — Range —
Q3 2025
Shares 1,820 Value ($000) $1,212 Avg Close — Range —
Q2 2025
Shares 1,820 Value ($000) $1,124 Avg Close — Range —
Q1 2025
Shares 1,820 Value ($000) $1,018 Avg Close — Range —
Q4 2024
Shares 1,820 Value ($000) $1,067 Avg Close — Range —